Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG). We have compiled data on the 1,469 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $60.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,752
shares
|
$637,028
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
23,718
shares
|
$636,116
0.12% of portfolio
|
Q4 2024
Added 228.87%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
23,611
shares
|
$633,247
0.4% of portfolio
|
Q4 2024
Added 415.19%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,570
shares
|
$632,147
0.02% of portfolio
|
Q4 2024
Added 387.08%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,567
shares
|
$632,066
0.07% of portfolio
|
Q4 2024
Added 312.88%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
23,556
shares
|
$631,771
0.18% of portfolio
|
Q4 2024
Added 101.08%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
23,403
shares
|
$627,668
0.02% of portfolio
|
Q4 2024
Added 516.19%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
23,345
shares
|
$626,112
0.31% of portfolio
|
Q4 2024
Added 366.06%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
23,320
shares
|
$625,442
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
23,230
shares
|
$623,028
0.09% of portfolio
|
Q4 2024
Added 268.38%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
23,153
shares
|
$620,963
0.13% of portfolio
|
Q4 2024
Added 300.43%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
23,063
shares
|
$618,549
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
22,888
shares
|
$613,856
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
22,666
shares
|
$607,902
0.05% of portfolio
|
Q4 2024
Added 238.96%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
22,635
shares
|
$607,070
0.01% of portfolio
|
Q4 2024
Added 562.81%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
22,632
shares
|
$606,990
0.23% of portfolio
|
Q4 2024
Added 281.27%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
22,600
shares
|
$606,132
0.11% of portfolio
|
Q4 2024
Added 240.31%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
22,556
shares
|
$604,951
0.08% of portfolio
|
Q4 2024
Added 289.64%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
22,495
shares
|
$603,315
0.04% of portfolio
|
Q4 2024
Added 299.98%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
22,442
shares
|
$601,894
0.55% of portfolio
|
Q4 2024
Added 300.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
22,309
shares
|
$598,327
0.09% of portfolio
|
Q4 2024
Added 1690.45%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
22,226
shares
|
$596,101
0.06% of portfolio
|
Q4 2024
Added 294.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,162
shares
|
$594,384
0.0% of portfolio
|
Q4 2024
Reduced 34.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
22,098
shares
|
$592,668
0.27% of portfolio
|
Q4 2024
Added 438.19%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
22,038
shares
|
$591,059
0.03% of portfolio
|
Q4 2024
Added 269.27%
|